EXPERIENCE WEALTH PTY LTD


Address: Port Melbourne, VIC 3207, Australia

EXPERIENCE WEALTH PTY LTD (Licence# 000480021) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 3, 2015.

Service Overview

Register Name AFS Licence
Licence Name EXPERIENCE WEALTH PTY LTD
Licence Number 000480021
Licence ABN 95132046354
Issue Date 2015-11-03
Locality PORT MELBOURNE
State VIC
Postcode 3207
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • life products limited to:
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • securities; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products limited to:
        • basic deposit products;
      • life products limited to:
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • securities; and
        • superannuation;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001241718 ADELE JEAN MARTIN Ceased 2016-05-09
000295335 ADELE JEAN MARTIN Ceased 2016-05-09
001237456 STEVEN CRAWFORD Current 2015-12-01
001237457 CHRISTOPHER WILLIAMS Current 2015-12-01
001237459 SARAH MIKOLAJCZYK Current 2015-12-01

Office Location

Locality PORT MELBOURNE
State VIC
Postcode 3207
Country Australia

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BOYD LEGG FINANCIAL SERVICES PTY LTD 2016-06-06 Port Melbourne, VIC 3207, Australia
LEGG FINANCIAL SERVICES PTY LTD 2016-06-01 Port Melbourne, VIC 3207, Australia
DIRECT MY WEALTH PTY LTD 2016-01-13 Port Melbourne, VIC 3207, Australia
CARDINAL FINANCIAL SERVICES PTY LTD 2011-12-01 Port Melbourne, VIC 3207, Australia
SPI FUNDS MANAGEMENT PTY LTD 2011-09-08 Port Melbourne, VIC 3207, Australia
ASSET BUILDER FINANCIAL SERVICES PTY LTD 2011-03-04 Port Melbourne, VIC 3207, Australia
DIOGENES RESEARCH PTY LTD 2006-02-20 Port Melbourne, VIC 3207, Australia
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Competitor

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Postal Code 3207

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.